Purchases and Sales Made in Q1 2024 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES DJ US TECH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
311+ 1.05% |
$36.5K - $42.5K
|
30.1K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
285+ 2.61% |
$33.5K - $38.9K
|
11.2K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
284+ 1.72% |
$33.4K - $38.8K
|
16.8K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
269+ 2.08% |
$31.6K - $36.7K
|
13.2K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
264New |
$31K - $36.1K
|
264
$41.9K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
259+ 7.78% |
$30.4K - $35.4K
|
3.59K
$570K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
256+ 0.3% |
$30.1K - $35K
|
85K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
255+ 4.62% |
$30K - $34.8K
|
5.77K
$917K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
252+ 1.55% |
$29.6K - $34.4K
|
16.5K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
251+ 1.02% |
$29.5K - $34.3K
|
24.9K
$3.95M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
247+ 1.73% |
$29K - $33.7K
|
14.5K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
243+ 37.27% |
$28.6K - $33.2K
|
895
$142K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
237+ 13.11% |
$27.8K - $32.4K
|
2.05K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
232+ 2.03% |
$27.3K - $31.7K
|
11.7K
$1.85M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
216+ 3.7% |
$25.4K - $29.5K
|
6.06K
$962K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
214+ 1.12% |
$25.1K - $29.2K
|
19.3K
$3.06M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
208+ 9.85% |
$24.4K - $28.4K
|
2.32K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
202+ 5.33% |
$23.7K - $27.6K
|
3.99K
$633K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
197+ 9.27% |
$23.1K - $26.9K
|
2.32K
$368K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
182+ 3.35% |
$21.4K - $24.9K
|
5.61K
$891K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
176+ 164.49% |
$20.7K - $24K
|
283
$44.9K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
174+ 16.67% |
$20.4K - $23.8K
|
1.22K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
171+ 0.21% |
$20.1K - $23.4K
|
81.6K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
170+ 8.03% |
$20K - $23.2K
|
2.29K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
169+ 4.6% |
$19.9K - $23.1K
|
3.84K
$609K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160New |
$18.8K - $21.9K
|
160
$25.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
155+ 4.8% |
$18.2K - $21.2K
|
3.39K
$538K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
153+ 8.93% |
$18K - $20.9K
|
1.87K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
151+ 20.08% |
$17.7K - $20.6K
|
903
$143K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
145+ 0.81% |
$17K - $19.8K
|
18K
$2.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
140+ 1.41% |
$16.5K - $19.1K
|
10.1K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
134+ 7.61% |
$15.7K - $18.3K
|
1.89K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
133+ 90.48% |
$15.6K - $18.2K
|
280
$44.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
131+ 1.94% |
$15.4K - $17.9K
|
6.89K
$1.09M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
130New |
$15.3K - $17.8K
|
130
$20.6K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
125+ 0.32% |
$14.7K - $17.1K
|
39.1K
$6.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
125+ 3.05% |
$14.7K - $17.1K
|
4.23K
$671K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
123+ 2.12% |
$14.5K - $16.8K
|
5.94K
$942K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
115+ 1.64% |
$13.5K - $15.7K
|
7.11K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
111New |
$13K - $15.2K
|
111
$17.6K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
109+ 0.97% |
$12.8K - $14.9K
|
11.4K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
108+ 3.16% |
$12.7K - $14.8K
|
3.53K
$560K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
108+ 3.98% |
$12.7K - $14.8K
|
2.82K
$448K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
106+ 0.9% |
$12.5K - $14.5K
|
11.8K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
105+ 41.18% |
$12.3K - $14.3K
|
360
$57.2K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
103+ 4.76% |
$12.1K - $14.1K
|
2.27K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
103+ 1.48% |
$12.1K - $14.1K
|
7.05K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
103+ 0.12% |
$12.1K - $14.1K
|
89.5K
$14.2M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
98+ 2.41% |
$11.5K - $13.4K
|
4.16K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
97+ 3.25% |
$11.4K - $13.2K
|
3.08K
$489K
|